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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,921 | $85,766-79.1% | $136,298-86.9% | $70,126-74.4% |
| Participation rate | 69.8% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 15.72% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,507 | $2,966+18.2% | $4,696-25.3% | $2,343+49.7% |
| Participant deferral / active EE | $759 | $5,051-85.0% | $6,247-87.9% | $3,332-77.2% |
| Admin fee / account holder | $1,587 | $5,421-70.7% | $9,244-82.8% | $4,645-65.8% |